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2300 Windy Ridge Parkway Suite 750, Atlanta, GA 30339 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-03-31 |
| NC | RA | APPROVED | 2024-11-08 |
| OH | RA | APPROVED | 2024-11-08 |
| TX | RA | APPROVED | 2024-11-08 |
Branch Locations
5900 Landerbrook Drive Suite 205, Mayfield Hts, OH 44124 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Securities America, Inc. | Mayfield Hts | OH | 01/2009 | 06/2024 |
| Securities America Advisors | La Vista | NE | 01/2009 | 04/2019 |
| Cedar Brook Financial Partners, Llc | Cleveland | OH | 02/2018 | 03/2021 |
| Arbor Point Advisors | Mayfield Hts | OH | 03/2021 | 11/2024 |
| Osaic Wealth, Inc. | Mayfield Hts | OH | 06/2024 | Present |
| Osaic Advisory Services, Llc | Atlanta | GA | 11/2024 | Present |
***ASH BROKERAGE POSITION: insurance agent NATURE: Insurance brokerage business INVESTMENT RELATED: No NUMBER OF HOURS: 30 SECURITIES TRADING HOURS: 10 START DATE: 01/01/2009 ADDRESS: 7609 West Jefferson Blvd, Fort Wayne IN 46804 DESCRIPTION: INSURANCE BROKERAGE SALES ***ARBOR GROUP ADVISORS, LLC POSITION: Principal NATURE: Financial Services INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 30 START DATE: 06/01/2021 ADDRESS: 5900 Landerbrook Drive, Suite 205, Mayfield Heights OH 44124 DESCRIPTION: 1/3 ownership of business. we are a local marketing and services group for Advisor Group related companies.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-07-25 |
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